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Audience

Positive Impact Fund

What is impact investing?

Impact investing means investing in companies that aim to deliver meaningful societal outcomes by addressing the world’s major social and environmental challenges, while at the same time producing a financial return.

The United Nations‘ 17 Sustainable Development Goals (SDGs) were introduced to mobilise the world’s attention on the biggest challenges of our times: poverty, hunger, health, education, amongst others. The SDGs help provide a focal point for impact investments.

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Where we invest

ALK-Abelló, Denmark

Global pharmaceutical research company specialising in the development and manufacture of allergy immunotherapy products for the prevention and treatment of allergy.

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SolarEdge Technologies, United States

SolarEdge turns homes and businesses into sustainable energy hubs.

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Rockwool, United Kingdom

The UK's leading manufacturer in sustainable non-combustible stone wool insulation.

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Examples of companies that can be held within the portfolio.

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Why M&G?

1

Rigorous impact assessments

In addition to extensive financial analysis, the team conducts an extensive impact assessment which consists of a deep dive into all the positive and negative impacts of all the businesses – it is the depth of the analysis which is key.

2

Transparency & focus

The fund is quite concentrated, holding between 25 and 35 stocks from a diverse range of companies. Every stock pick is meaningful allowing the team to maximise the portfolio’s impact and avoid the dilution of returns. Holding fewer stocks also means that we can effectively engage with those companies, properly fulfilling our role as an active, impactful investor.

3

Intentionality

There are very few funds in the listed equity space that are strictly ‘impact’. The fund stays within the pure spirit of impact, ensuring that the companies it invests in have the intention of delivering impact which is meaningful and measurable.

The M&G  Positive Impact Fund invests in companies that have a positive influence on society by addressing the world’s key social and/or environmental challenges. These include companies that make products for affordable and clean energy and those that provide services that combat global poverty.

Impact was historically the reserve of institutional or high net worth investors, with little access for the general public. This fund opens out impact to a much wider audience – it is a liquid, open-ended investment vehicle, which allows ordinary people who want their investments to make a difference, to have a stake in the game.

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Ratings should not be taken as a recommendation.

Past performance is not a guide to future performance.

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Insights

Investing to solve environmental challenges

polar-bear-insightsFind out how your clients can target sustainable returns and positive impact for the planet.

Read the article

Investing for a more inclusive global society

Man-and-woman-looking-at-tablet250Find out more about how impact investing can promote financial inclusion and empower marginalised communities.

Read the article

Investing for a healthier society

HealthHow companies can target sustainable returns from addressing the world’s healthcare challenges.

Read the article

Investing for equality of opportunities

Children-in-classroom250Find out how investors have a key part to play in widening access to quality education.

Read the article

Impact investing – helping to drive the circular economy

warehouse250Find out about how moving to a more 'circular' economy could provide both environmental and economic benefits.

Read the article

Why impact and profitable growth go hand in hand

Woman-child-sunsetFind out how the Fund aims to outperform the global equity market and deliver positive impact.

Read the article

The fund holds a small number of investments, and therefore a fall in the value of a single investment may have a greater impact than if it held a larger number of investments.

The value and income from the fund’s assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.

The fund can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment.

The fund invests mainly in company shares and is therefore likely to experience larger price fluctuations than funds that invest in bonds and/or cash.

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How to invest

 
Telephone
Find an M&G sales representative that covers your area here

Financial Adviser Helpline
0800 328 3191*
(08:00 – 18:00 weekdays)

Account & dealing enquiries
0800 328 3196
(08:00 - 18:00 weekdays)

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Email
Pre sales direct clients:
advisorysales@mandg.co.uk

Post sales:
info@mandg.co.uk

When you contact us by email, we strongly recommend that you do not include any sensitive information (including your client's reference number) to protect the security of you and your client. We aim to respond to all emails within three business days.


Post
M&G Customer Relations
The M&G Group
PO Box 9039
Chelmsford
CM99 2XG











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The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.